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    Stock Broker Santa Clara Near Me

    Edward Jones - Financial Advisor: Steve Duffy Edward Jones - Financial Advisor: Paul A Dines, CFP® Edward Jones - Financial Advisor: Christina Biagi, AAMS™|CRPC™ Essence Wealth & Insurance Services Edward Jones - Financial Advisor: Tom Coombs, AAMS™ Edward Jones - Financial Advisor: Shane Jacksteit, AAMS™|CRPC™ Charles Schwab
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    1. Edward Jones - Financial Advisor: Steve Duffy - Santa Clara

    · 4 reviews

    900 Lafayette St Suite 503, Santa Clara, CA 95050

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    1. 1. Tailored financial advice: Receive personalized investment strategies from our U.S. registered financial advisors, like Steve Duffy, to help you achieve your financial goals.
    2. 2. Interactive tools: Utilize our Starting Point tool and My Priorities quiz to better understand your financial needs and create a comprehensive plan.
    3. 3. Market insights: Stay informed with our weekly market highlights and economic news summaries, keeping you up-to-date on the ever-changing financial landscape.
    4. 4. Exclusive services: Access a variety of investments and services available only through our U.S. financial advisors, designed to cater to your unique financial situation.
    5. 5. Committed to your privacy: Trust in our commitment to protect your data, using it only to deliver personalized content, offers, and research tailored to your preferences.

    2. First Discount Brokerage - Los Altos

    Verified

    Verified
    · 1 reviews

    86 3rd St, Los Altos, CA 94022

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    3. Edward Jones - Financial Advisor: Paul A Dines, CFP® - San José

    · 2 reviews

    69 Washington St, Santa Clara, CA 95050

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      • Personalized Financial Advice: Receive tailored guidance from experienced advisors to meet your unique financial goals.
      • Comprehensive Planning Tools: Utilize innovative tools like the Starting Point to kickstart your financial journey.
      • Prioritize Your Needs: Discover your financial priorities with the My Priorities quiz for a customized strategy.
      • Market Insights: Stay informed with weekly summaries of market highlights and economic news to make informed decisions.
      • Local Expertise: Benefit from the knowledge of a dedicated financial advisor in your community, serving Santa Clara, CA.

    4. Edward Jones - Financial Advisor: Christina Biagi, AAMS™|CRPC™ - San José

    · 1 reviews

    2280 Lincoln Ave Suite 100, San Jose, CA 95125

    Address Website WhatsApp
      • Personalized Financial Advice: Receive tailored guidance from experienced advisors to meet your unique financial goals.
      • Comprehensive Planning Tools: Utilize innovative tools like the Starting Point to kickstart your financial journey.
      • Prioritize Your Needs: Discover your financial priorities with the My Priorities quiz for a customized strategy.
      • Market Insights: Stay informed with weekly summaries of market highlights and economic news to make informed decisions.
      • Local Expertise: Benefit from the knowledge of a dedicated advisor in your area, ensuring personalized service.

    5. Essence Wealth & Insurance Services - Santa Clara

    · 4 reviews

    4677 Old Ironsides Dr #350, Santa Clara, CA 95054

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      • Personalized Financial Planning: Tailored strategies to help you save, grow, protect, and enjoy your wealth.
      • Stress-Free Financial Management: We handle your finances, allowing you to focus on what truly matters in life.
      • Expertise Across States: Licensed in multiple states, ensuring comprehensive support for clients wherever they are.
      • Commitment to Your Future: Our mission is to secure your financial future while you enjoy the present.
      • Trusted and Registered: Member of FINRA and SIPC, providing peace of mind for your investments.

    6. Edward Jones - Financial Advisor: Tom Coombs, AAMS™ - San José

    · 2 reviews

    1625 The Alameda Ste 601, San Jose, CA 95126

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      • Personalized financial advice tailored to your unique goals and circumstances, ensuring a customized approach to investing.
      • Utilize the Starting Point tool to kickstart your financial planning journey with expert guidance and resources.
      • Take the My Priorities quiz to identify your financial priorities and build a comprehensive strategy for success.
      • Stay informed with weekly market highlights and economic news, empowering you to make informed investment decisions.
      • Access exclusive services through U.S. financial advisors dedicated to helping you navigate your financial future.

    7. Edward Jones - Financial Advisor: Shane Jacksteit, AAMS™|CRPC™ - Sunnyvale

    · 2 reviews

    438 S Murphy Ave Suite 201, Sunnyvale, CA 94086

    Address Website WhatsApp
      • Personalized Financial Advice: Receive tailored guidance from experienced advisors to meet your unique financial goals.
      • Comprehensive Planning Tools: Utilize innovative tools like the Starting Point to kickstart your financial journey.
      • Prioritize Your Needs: Take the My Priorities quiz to identify and focus on your financial priorities.
      • Market Insights: Stay informed with weekly summaries of market highlights and economic news to make educated decisions.
      • Local Expertise: Work with a dedicated financial advisor in your area, ensuring personalized service and support.

    8. Charles Schwab - Sunnyvale

    · 13 reviews

    438 E El Camino Real, Sunnyvale, CA 94087

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    1. 1. Experience exceptional service with friendly staff dedicated to making your brokerage account setup seamless and efficient.
    2. 2. Enjoy a fast and detailed process for opening new accounts, ensuring you feel informed and confident in your investments.
    3. 3. Benefit from professional consultants who prioritize your needs, providing personalized assistance for a superior client experience.
    4. 4. Take advantage of improved service quality, with attentive staff ready to address your concerns and enhance your banking experience.
    5. 5. Relax with complimentary refreshments while you discuss your financial goals, making your visit comfortable and enjoyable.
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